Lisa Phelps, Modern Woodmen of America

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Mount Pleasant, MI
Lisa Phelps, Modern Woodmen of America

I work with individuals, families, and businesses to help them plan for a secure financial future. We secure futures with financial guidance and products.

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members in Mt. Pleasant and surrounding communities plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.
• Cre

ate an affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at:
B: (517) 303-7794
[email protected]
Visit my webpage! https://reps.modernwoodmen.org/lphelps

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

06/15/2026

06/12/2026

Have an idea to help your community? As a Modern Woodmen member, you can request a Do-Good Grant®️ to make it happen!

To help with your project, you'll receive a fun package in the mail that includes a $200 bank card, T-shirts for your crew, and other items to make your project successful.

Ready to apply? Check out www.modernwoodmen.org/do-good-grant?utm_source=facebook&utm_medium=1041747&utm_campaign=3232394 for more details.

Members can apply to receive $200 in seed money to coordinate a small-scale volunteer project with family and friends. Modern Woodmen will award a limited number of grants per year on a first-come, first-served basis.

06/11/2026

Every four years, Modern Woodmen members across the country elect delegates to gather for a National Convention. This representative form of government is part of what makes us unique as a fraternal financial services organization.

Our 45th National Convention will take place this month in Orlando, Florida.

06/10/2026

What's included on your vacation budget?

Your ideal spending plan will include food, souvenirs and travel costs, plus a little tucked away for emergencies.

Looking for hands-on help with your budget? Let's meet!

06/05/2026

Looking for a way to enrich your child's summer? Get them involved in a volunteer event!

At Modern Woodmen, we have opportunities for your kids to make an impact through chapter events, member programs and more.

Ask me how!

06/04/2026

There's still time to order a free tree from the Arbor Day Foundation.

Just log into your online member account to find the order form. And while you’re there, don't forget to explore. Your online account is the go-to place for plan details, member programs and more!

Don't have an account yet? Sign up today!

06/03/2026

Just as physical fitness helps your body perform well and recover from stress, financial fitness helps your finances function smoothly and withstand economic challenges over time.

Looking for tips on how to improve your financial fitness? Let's meet!

Address

1635 E Broomfield Suite E2
Mount Pleasant, MI
48858

Telephone

+19897797800

Website

https://reps.modernwoodmen.org/lphelps

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